SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)184,025,763.0
- RAUM (discretionary)183,112,670.0
- Actionable assets167,079,551.0
- Accounts (total)352.0
Institutional Clients
- Government AUM134,084,706.0
- Pension AUM1,196,016.0
- Charitable AUM110,720.0
- HNW AUM31,688,109.0